Document Upload Portals
Secure upload, review, and approval flows for files from clients or staff.
A secure document hub — clients upload, staff review, approve or request changes, with a clear audit trail. MVP ships first — typically within 5–10 business days using AI-accelerated design and build. After launch we iterate on feedback, add phase-2 features, and can stay on retainer for maintenance and ongoing improvements.
Email attachments get lost, versions conflict, and sensitive files land in the wrong inbox. We ship an MVP first so you see value in days, then improve and maintain it with you.
Typical investment
From $8,000
MVP in 5–10 business days · iterate & maintain after launch
- Document checklist template per client/deal
- Secure upload portal (client-facing)
- Virus scan & file type restrictions
- Reviewer queue for staff
- Approve, reject, or request revision workflow
- Comments on specific files
- Status emails to client on review outcome
- Retention & auto-delete rules
- Download audit trail
- Admin reporting on pending uploads
- Staging security review
- Production deploy with encrypted storage
- Phase-2: e-sign, OCR, bulk zip download
Built for these teams
Legal & accounting
Lenders & underwriters
Agencies collecting client assets
What you get in the build
Secure uploads
Encrypted storage with access controls.
Review workflow
Approve, reject, or request revisions.
Checklists
Required documents per client or deal.
Document checklist template per client/deal
Secure upload portal (client-facing)
Virus scan & file type restrictions
Reviewer queue for staff
Approve, reject, or request revision workflow
Comments on specific files
Status emails to client on review outcome
Retention & auto-delete rules
Download audit trail
Admin reporting on pending uploads
Staging security review
Production deploy with encrypted storage
Phase-2: e-sign, OCR, bulk zip download
How we deliver document upload portals
Discovery & MVP scope
We define the smallest useful version — must-have workflows only — so MVP ships fast. AI helps draft user stories and specs from your kickoff call.
UX & architecture
Wireframes and data model you approve before code. We optimize for speed-to-MVP while leaving room for phase-2 expansion.
MVP build
Core features live on staging in days. AI accelerates boilerplate; senior engineers review every integration and auth path.
Launch & iterate
MVP goes production. We gather feedback, prioritize improvements, and can continue on retainer to maintain and extend the product.
